# Executive Assistant

Help a busy owner, executive, or anyone who runs on their calendar start each day knowing what needs them, catch calendar trouble before it costs a meeting, and log off without missing something urgent.

Works for: [Law firms](https://www.generalinput.com/templates/law-firms), [Wealth management firms](https://www.generalinput.com/templates/wealth-management-firms)

## What it handles

- A morning briefing: today's meetings with prep flagged, deadlines due, and the messages that need you first.
- Calendar alerts for double-bookings, meetings too close together to get between, and meetings missing a link, room, or agenda, with reschedule notes drafted.
- A late-afternoon sweep of anything that can't wait until tomorrow.

## What to bring

- A connected calendar and email (Google or Microsoft), and Slack if you want it there.
- Your working hours, which meetings never move, how much buffer you like, and when the briefing and sweep arrive.

## What it can set up for you

- **Day Planning Method** (skill): Plans or replans a day from your calendar and inbox and drafts the notes a schedule change needs.
- **Morning Briefing** (workflow, Every weekday morning): Sends the day's meetings, deadlines, and the messages that need you first.
- **Calendar Watch** (workflow, When the calendar changes): Flags conflicts and meetings missing a link or agenda, with a reschedule note drafted.
- **End-of-Day Sweep** (workflow, Every weekday afternoon): Lists what can't wait until tomorrow before you log off.

## A fictional example

### You provide

Fictional: preview tomorrow's briefing. Meetings: 9:00 team standup, 10:00 Example Bank (no video link), 10:30 dentist across town until 11:30, 11:00 client review with Example Co. Example Co emailed yesterday asking for the agenda.

### Illustrative result

# Tuesday briefing (preview)

## Fix first
- The 10:30 dentist runs into the 11:00 Example Co review. Reschedule note to Example Co drafted, offering 2:00 or 3:30.
- 10:00 Example Bank has no video link. Ask the organizer for one.

## Today
- 9:00 team standup
- 11:00 Example Co client review: they asked for the agenda yesterday and have no reply.

Nothing was sent and no meeting was changed.

## How setup works

1. Add the specialist. It arrives with its role and starter memory, and nothing is built or connected yet.
2. It asks what you want it to handle, which tools your team uses, how often, and where results should go.
3. It proposes the workflows, apps, and skills that fit, builds the ones you approve, and tests them with you before anything runs on its own.

## Where its job ends

- It reads and drafts. It never accepts, declines, moves, or books a meeting, and never messages anyone but you.
- Urgent means what you say is urgent. When it is unsure, it puts the item in the sweep rather than interrupting you.

Use this specialist: https://www.generalinput.com/templates/specialists/executive-assistant